Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.1M
3
+$14.1M
4
BND icon
Vanguard Total Bond Market
BND
+$14M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.7M

Top Sells

1
+$24.1M
2
+$10.1M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$9.87M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.43M

Sector Composition

1 Technology 5.51%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.71%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$101K ﹤0.01%
692
-476
2052
$100K ﹤0.01%
+20,422
2053
$98K ﹤0.01%
11,378
+136
2054
$96K ﹤0.01%
11,341
+527
2055
$96K ﹤0.01%
15,839
+3,044
2056
$95K ﹤0.01%
+15,078
2057
$93K ﹤0.01%
47,778
+36,548
2058
$93K ﹤0.01%
19,775
-6,492
2059
$90K ﹤0.01%
11,138
-5,700
2060
$90K ﹤0.01%
11,442
+1,229
2061
$87K ﹤0.01%
+10,002
2062
$86K ﹤0.01%
+4,885
2063
$86K ﹤0.01%
2,008
2064
$84K ﹤0.01%
241
-18
2065
$84K ﹤0.01%
+15,250
2066
$84K ﹤0.01%
18,638
-1,586
2067
$82K ﹤0.01%
+1,261
2068
$82K ﹤0.01%
28,023
-3,888
2069
$79K ﹤0.01%
4,496
+34
2070
$77K ﹤0.01%
11,979
+1,210
2071
$76K ﹤0.01%
4,596
-12
2072
$73K ﹤0.01%
+10,994
2073
$73K ﹤0.01%
5,802
-733
2074
$72K ﹤0.01%
+10,776
2075
$70K ﹤0.01%
+10,370
81 82
83
84 85